For the complete documentation index, see llms.txt. This page is also available as Markdown.

Tools reference

When you connect Leadbay to Claude, the server exposes a set of tools that Claude calls on your behalf. You never call these directly — you ask in plain language ("pull today's leads", "research acme.com", "log that I emailed Jane") and Claude picks the right tool. This page is a reference for what's available and what each tool does.

Tools come in two groups: read-only (pull data, never change anything) and write / activate (take action on your account).


Read-only tools

These never modify your account, so they're always safe to allow.

Discover & follow up

Tool
What it does

leadbay_pull_leads

Retrieves today's fresh lead batch, scored and ranked

leadbay_pull_followups

Pulls the leads that need a follow-up action

leadbay_account_status

Checks your quota, credits, and account state

leadbay_scan_portfolio_signals

Scans your existing leads for a web signal in one pass ("which of my leads acquired a company since 2025?") — no quota burn

Research a company

Tool
What it does

leadbay_research_lead_by_id

Deep-dive research card for a known lead — bundles details, qualification, and contacts into one response

leadbay_research_lead_by_name_fuzzy

Looks up a lead by company name or domain when you don't have its ID

leadbay_account_history

Full history on one account — current AI signals + all notes + the interaction timeline, in one call ("why has this account resurfaced?")

leadbay_prepare_outreach

Generates a personalized outreach brief for a lead

Travel & field sales

Tool
What it does

leadbay_followups_map

Geo-clusters your follow-ups on a map for travel planning

leadbay_tour_plan

Builds a visit itinerary for an upcoming trip to a city

Campaigns

Tool
What it does

leadbay_list_campaigns

Lists your existing campaigns

leadbay_campaign_progression

Shows a campaign's funnel metrics

leadbay_campaign_call_sheet

Pulls the call sheet for a campaign

Lenses & audience

Tool
What it does

leadbay_list_sectors

Lists the real sector taxonomy labels — so you (and Claude) name sectors correctly

leadbay_recall_ordered_titles

Recalls the job titles you've previously enriched

leadbay_seed_candidates

Read-only discovery surface for building a bigger lens

Imports & jobs

Tool
What it does

leadbay_import_status

Checks the status of an import job

leadbay_qualify_status

Checks the status of a qualification job

leadbay_bulk_enrich_status

Checks the status of an enrichment job

leadbay_resolve_import_rows

Maps imported rows back to their lead IDs

leadbay_list_mappable_fields

Lists the CRM fields you can map an import onto

Billing

Tool
What it does

leadbay_create_topup_link

Generates a Stripe link to top up your quota (you pay in your browser — nothing is charged automatically)

leadbay_open_billing_portal

Opens your billing dashboard


Write / activate tools

These take action on your account. They're on by default. Every action is one you could take yourself in the app — there's nothing destructive at the platform level.

Qualify & enrich

Tool
What it does

leadbay_bulk_qualify_leads

Triggers AI qualification on a batch of leads

leadbay_enrich_titles

Enriches contacts by job title

Outreach & activity

Tool
What it does

leadbay_report_outreach

Logs an outreach action (call, email, meeting) against a lead

leadbay_add_note

Adds a note to a lead

leadbay_like_lead

Marks a lead as liked — teaches your taste profile

leadbay_dislike_lead

Marks a lead as disliked — teaches your taste profile

Contacts

Tool
What it does

leadbay_add_contact

Adds a person to a company (name + optional LinkedIn / title / email / phone)

leadbay_remove_contact

Removes a contact you added

leadbay_pin_contact

Pins a contact as the priority on a company

leadbay_unpin_contact

Unpins a contact

leadbay_update_contact

Edits a contact's details (title, email, LinkedIn…)

Lenses & audience

Tool
What it does

leadbay_my_lenses

Lists, switches, renames, or deletes your lenses

leadbay_new_lens

Creates a named lens with sector / company-size criteria

leadbay_adjust_audience

Edits a lens's audience ("stop showing me companies over 50 employees")

leadbay_extend_my_lens

Fills your current lens with more leads on demand (subject to a daily refill quota)

leadbay_refine_prompt

Refines the qualification prompt that scores your leads

leadbay_answer_clarification

Answers a clarification question Leadbay asked about your audience

Imports & campaigns

Tool
What it does

leadbay_import_leads

Imports a list of company domains

leadbay_import_and_qualify

Imports a list and immediately qualifies it

leadbay_create_custom_field

Creates a custom CRM field (e.g. to preserve a source-system ID)

leadbay_create_campaign

Creates a new campaign

leadbay_add_leads_to_campaign

Adds leads to a campaign

leadbay_remove_leads_from_campaign

Removes leads from a campaign

Feedback

Tool
What it does

leadbay_send_feedback

Sends a message to the Leadbay team (same inbox as the in-app feedback form)

leadbay_report_friction

Reports when a tool didn't deliver what you needed — helps improve the product


How Claude chooses a tool

You don't pick tools — you describe the outcome. A few examples of the mapping:

You say…
Claude calls…

"Show me today's leads"

leadbay_pull_leads

"Which leads should I follow up with?"

leadbay_pull_followups

"Tell me about acme.com"

leadbay_research_lead_by_name_fuzzy

"I'm visiting Lyon next week — plan my visits"

leadbay_tour_plan

"I just called Jane at Acme — log it"

leadbay_report_outreach

"Create a lens called Joinery for fintech"

leadbay_new_lens

"Stop showing me companies over 50 people"

leadbay_adjust_audience

See the Example prompts page for a fuller library you can copy and paste.


Next step

Example prompts

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